Our reputable client in the insurance sector is seeking a Director, Strategy and Business Transformation to join their team!

The Strategy and Business Transformation team is critical to the organization's ability to navigate and succeed in an increasingly dynamic and competitive environment that includes changing competitive wealth trends, technology advancements and adoption, and the shifting global economy and customer needs. 

The team drives both corporate and business unit strategy development and supports a variety of strategic initiatives in Wealth. This role reports to the Vice-President, Strategy and Business Transformation. 

This is a hybrid role based out of their downtown Toronto office.

Roles and Responsibilities

• Provide analytical support for a range of strategic initiatives and projects related to wealth distribution and growth strategy, including the following:
  • Developing financial models for M&A or partnership opportunities
  • Conducting market scans and competitor insights from industry associations, publications, and research reports
  • Interview internal stakeholders to collect information on different lines of business, competitive threats, market trends, and internal operations
  • Analyze customer and advisor level data to understand market size, trends and segmentation
  • Independently drive/lead workstreams within a project, including mgmt. of smaller teams and onboarding new analysts
• Support and work closely with leadership across in the development, management and implementation of medium and long-term strategic initiatives.
  • Provide presentation, meeting, and strategy implementation support, including PowerPoint materials
  • Participate in a broad range of strategy team and business team meetings to gather information, share insights and present findings
  • Ensure strategy translate to clear business plans, with measurable outcomes, and communicate those with the involved departments
• Perform other related duties as assigned e.g., represent distribution on cross-functional projects as required from time-to-time.

Qualifications and Skills

• 5+ years of consulting or corporate strategy experience
• Experience managing enterprise-wide strategic planning an asset; comparable planning experience considered
• Undergraduate degree in Finance, Economics, Business preferred
• MBA, or equivalent, preferred; other comparable professional designations considered
• Strong business acumen, with demonstrated aptitude for strategic, analytical and critical thinking
• Demonstrated leadership, communication, influencing, and relationship building skills
• Experience coaching and mentoring, especially in analytical, strategy and/or communications skills
• Excellent analytical skills, including financial analysis, research and complex modeling
• Expert in Microsoft PowerPoint and Excel